Home Page

The Home page allows Team Leaders and Team Members to view the work for their area of business, i.e. Work Items sitting in their work Queues and with their Team Members (both human and robot).

The Home page has three main areas:

• Due date totals — a row of color-coded counts (green, orange, red, grey) showing how many of your work items are on track, due today, overdue, or have no due date set. Click any count to filter the grid to that group.

• Bar chart — the chart breaks down your work by a chosen attribute (e.g. Queue, Process Name, Assigned To). Click a bar to filter the grid to that segment.

• Grid — the full list of work items in your current view (Work Inbox, Owned Work, Team Work Inbox, or Team Owned Work). You can sort, filter, and customize the columns shown.

For full details on how to use the bar chart and grid, see Bar Chart and Grid.

The work items you will see on your homepage are:

• Work Items that are assigned to you

• Work Items that are assigned to your manager, i.e. the person you report to (if you have one)

• Work Items that are assigned to your peers (people managed by the same person as you)

• Work Items in a Queue that you are a member of / are a manager of

Additionally, as a Team Leader you will see:

• Work Items that are assigned to people you manage (i.e. people who report to you)

• Work Items that are assigned to people managed by people you manage (recursively down the hierarchy of manager relationships)

• Work Items in a Queue that you manage, even if you are not a member of it

Click here to see how to set the users who report to you (i.e. your Team), and Queues which you manage.